Amazon Joins AI Stocks in Investment Portfolio
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 23 2026
0mins
Source: Yahoo Finance
- Portfolio Update: Amazon was added to the SwingTrader portfolio on Thursday, indicating its ongoing market appeal and is expected to further enhance its stock performance.
- Industry Leaders: Cadence Design Systems and GE Vernova were also included, with the former's design software playing a crucial role in advanced semiconductors and the latter's gas turbines powering data centers, highlighting a focus on technology and energy sectors.
- Excellent Ratings: Both Amazon and Cadence Design Systems received an IBD Composite Rating of 98 out of a possible 99, reflecting their strong competitiveness and investor confidence in the industry.
- Market Trends: As the AI and semiconductor sectors rapidly evolve, the inclusion of these stocks may attract more investor attention, further boosting market enthusiasm in these areas.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 274.000
Low
175.00
Averages
280.01
High
325.00
Current: 274.000
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Satellite Broadband Progress: The company is launching its satellite broadband service, Amazon Leo, and although it currently has just over 250 satellites in orbit, Amazon plans 20 more launches this year to rapidly close the gap with competitors in this fast-growing market.
- Massive Market Opportunity: According to Grand View Research, the satellite broadband industry is projected to reach $35.7 billion by 2033, with a compound annual growth rate of 15.1%, providing Amazon with a new revenue stream and growth pathway in connectivity.
- Strategic Partnerships: Amazon has signed significant agreements with Delta Airlines for in-flight Wi-Fi and Apple for integration with iPhones and Apple Watches, enhancing its competitive edge in the satellite broadband market.
See More
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- Satellite Broadband Progress: Amazon's satellite broadband initiative, now known as Amazon Leo, is rapidly advancing; although not yet launched, it has secured key agreements with Delta Airlines and Apple, which are expected to lay the groundwork for future revenue growth.
- Competitive Landscape: While Amazon currently operates just over 250 satellites, significantly trailing SpaceX's 9,600, it plans to conduct 20 more launches this year, demonstrating its commitment to catching up with competitors in the satellite broadband market.
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- Improved Investor Sentiment: With the improvement in market sentiment, investor interest in high-risk assets has increased, potentially leading to a shift of funds from the bond market to the stock market, enhancing the upward momentum of equities.
- Economic Recovery Expectations: The optimism surrounding the Iran deal not only boosts stock market performance but may also promote recovery in related sectors, particularly in energy and technology, further driving economic growth.
See More
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- Liquidation Trade: Elwood Capital disclosed in an SEC filing that it fully liquidated its 52,033 shares in Wix.com during Q1 2026, with an estimated trade value of $4.35 million, reflecting a pessimistic outlook on the company's future performance.
- Position Change: This transaction reduced Elwood's stake in Wix.com from 3.2% to zero, with a net position change of $5.41 million, indicating concerns over market volatility and the company's profitability.
- Performance Metrics: Despite Wix.com reporting a 14% year-over-year revenue increase to $541 million in Q1 and achieving an annual recurring revenue of $1.9 billion, it still posted a GAAP net loss of $57.5 million, highlighting ongoing profitability challenges.
- Market Reaction: Wix.com's stock price has plummeted 63% over the past year, significantly underperforming the S&P 500's 28% gain, which may dampen investor confidence further, and Elwood's exit could exacerbate negative sentiment around the stock.
See More
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- Amazon Increase: Ackman added approximately 1.8 million shares of Amazon in Q1, increasing his stake by 19%, making it Pershing's second-largest holding, reflecting strong confidence in its cloud computing business, even as the stock rose nearly 30% since April.
- Microsoft New Investment: Ackman initiated a position in Microsoft this quarter, purchasing over $2 billion worth of stock, which now accounts for about 15% of his portfolio; despite a 13% rise in stock price, it remains attractive compared to Amazon, indicating its relative value.
- Cloud Computing Competition: Both Amazon and Microsoft are making significant investments in cloud computing, with Amazon planning to spend $200 billion on data centers this year, while Microsoft's Azure revenue grew 40% year-over-year, showcasing their competitive strength in the market.
- Investment Recommendation: Although Amazon's stock has risen, its valuation based on operating cash flow remains within a normal range, allowing investors to buy confidently, while Microsoft is considered a better investment due to its lower valuation and faster growth rate.
See More
Billionaire Investor Bill Ackman's Latest Moves
- Amazon Increase: Ackman added approximately 1.8 million shares of Amazon in Q1, boosting his stake by 19%, making it the second-largest holding in his fund; despite a nearly 30% rise since April, the stock remains within its normal valuation range, indicating it could still be a buy for investors.
- Microsoft New Investment: Ackman made a significant move by purchasing over $2 billion worth of Microsoft stock this quarter, which now accounts for about 15% of his portfolio; although the stock has risen 13% since April, it still presents an attractive opportunity compared to Amazon, suggesting potential value.
- Cloud Business Comparison: Amazon's AWS revenue grew by 28% year-over-year, while Microsoft's Azure saw a 40% increase, indicating Microsoft's faster growth in the cloud sector; additionally, Microsoft is cheaper on a price-to-operating-cash-flow basis, making it a more appealing investment choice.
- Investor Confidence: Ackman's simultaneous investments in both Amazon and Microsoft reflect his confidence in these companies; while analysts have not included Amazon in their top stock picks, it is still viewed as a solid investment option, encouraging investors to consider buying at this time.
See More
